Work With Us

If you’re passionate about helping people to create the lifestyle they’ve always wanted, and you’re not afraid to do things differently, we’d like to hear from you

We work hard to attract and retain highly qualified, world-class talent. We’re a trailblazing model of excellence within our sector, with a clutch of awards and Chartered Financial Planners status to prove it. We provide our clients with a fresh approach to financial wellbeing.

We recognise that our team is our biggest asset, and we expect the best from our people. In return, we provide competitive remuneration, excellent benefits, and a positive, proactive and energetic company culture.

The Little Extras & Fun Stuff

Quarterly company events to keep you informed and team building events

Fully paid annual end of Tax Year and Christmas events

Barry's team training sessions

Career Opportunities

Graduate/Work Experience

We provide high-calibre under-graduates and graduates with the opportunity to grow their skills and progress their career and future prospects with a multi-award winning company. Successful applicants join us to work alongside some of the best Financial Planners and Technical Support Team in the profession, within a supportive and dynamic environment.

Technical Assistant

Competitive salary

20 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days

Full training support to achieve the CII Level 4 qualification

We value the support our administration team provide, it enables our clients and Financial Planners to have the confidence they require to build an ongoing lasting relationship.

Technical Analyst

Competitive salary

25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days

Must have CII Level 4 qualification or above

Our Paraplanners provide invaluable support to the Financial Planners. As a Technical Analyst, you will have extensive technical knowledge, and experience within the profession. You will be hands-on involved in client meetings where applicable, to enable us to provide the best possible approach in managing the relationship between the client and First Wealth.

Trainee Financial Planner

Competitive salary

25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days

We recognise that great financial planning can change your life. We exist as a firm to inspire ideas, create confidence and give our clients the freedom to live. We promote the opportunity for our Technical Analysts to continue their career journey towards becoming a Financial Planner. Your career development will be supported by a nominated Mentor within the company, and through the support of Best Practice.

Financial Planner

Competitive salary

25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days

Must have CII Level 4 qualification, with the expectation to continue studying towards CII Level 6 qualification, and to become chartered (need minimum of five years industry experience)

Our Financial Planners are encouraged to continue their study to attain Chartered Status. We work hard to attract and retain highly qualified, world-class talent. We’re a trailblazing model of excellence within our sector, with a clutch of awards and Chartered Financial Planner status to prove it. We provide our clients with a fresh approach to financial wellbeing.

Chartered Financial Planner

Competitive salary

25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days

Must have achieved CII Chartered Status

We recognise that our team is our biggest asset, and we expect the best from our people. In return, we provide competitive remuneration, excellent benefits, and a positive, proactive and energetic company culture. We are looking to introduce a share scheme to reward our Chartered Financial Planners and key team members for their continued loyalty to First Wealth.

Chartered Financial Planner/Mentor to Trainee Financial Planner

Competitive salary

25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days

We offer the opportunity for our Chartered Financial Planners, to take on a Trainee Financial Planner

Excellence, Ambition, Respect, Happy People and Helping Others are our core values. We recognise excellence within the business and promote the opportunity of helping others, by passing on knowledge and experience to the new Trainee Financial Planners within the business. One of our business goals is to grow our Financial Planner and Chartered Financial Planner offering, we will achieve this through career progression and development within the business.

To discuss how you can become part of our team, please get in touch with an up to date CV

Graduates

The First Wealth Graduate Academy

We provide high-calibre graduates with the opportunity to grow their skills and progress their career with a multi-award winning company. Successful applicants join us to work alongside some of the best financial planners in the profession, within a supportive and dynamic environment.

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The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. First Wealth (London) Limited is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. First Wealth (London) Limited is entered on the FCA register under reference 813444. Company number 11343740. Registered address c/o Blick Rothenberg, 7-10 Chandos Street, London, W1G 9DQ. Telephone 020 7467 2700 or email hello@firstwealth.co.uk.